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Zuckerman Capital Management, LLC

Headquartered in LOS ANGELES, CA

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Firm Information

Zuckerman Capital Management, LLC is an investment advisor with a focus on financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $85.5 million in assets for 272 clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth.

Zuckerman Capital Management, LLC

$85.50M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ZUCKERMAN CAPITAL MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

LOS ANGELES, CA

Advisors at Zuckerman Capital Management, LLC

View All 2 Advisors
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David Hyam Zuckerman

RA

LOS ANGELES, CA

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Jade Chien

RA

LOS ANGELES, CA

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Disclosures

There are no public disclosures for Zuckerman Capital Management, LLC.

Frequently Asked Questions (5)

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